See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $88,127 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,903 | $44,960+113.3% | $84,966+12.9% | $74,495+28.7% |
| Participation rate | 87.8% | 49.4%+38.4pp | 67.5%+20.3pp | 67.2%+20.6pp |
| Annual return | 18.05% | 26.24%-8.2pp | 66.38%-48.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,749 | $1,457+20.0% | $2,727-35.9% | $2,623-33.3% |
| Participant deferral / active EE | $7,658 | $2,731+180.4% | $4,519+69.5% | $4,346+76.2% |
| Admin fee / account holder | $245 | $2,209-88.9% | $6,149-96.0% | $1,942-87.4% |